Position in NEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$454,121
-$26,440 QoQ
Shares Held
5,174
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#2,141
of 3,000 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026UNION SAVINGS BANK holds $2,797,136 across 11 Utilities - Regulated Electric names. NEE ranks #3 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
12,496 | $903,085 | |
| 2 | SO |
Southern Co
|
5,952 | $569,665 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
5,174 | $454,121 | |
| 4 | DUK |
Duke Energy CORP
|
2,794 | $353,663 | |
| 5 | D |
Dominion Energy, Inc
|
1,679 | $114,658 | |
| 6 | IDA |
Idacorp Inc
|
750 | $113,475 | |
| 7 | ED |
Consolidated Edison Inc
|
907 | $100,341 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
1,230 | $99,826 |
All Filings in NEE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $454,121 | 5,174 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $480,561 | 5,174 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $415,368 | 5,174 | Shares | Sole | 2026-03-06 | |
| 2025-06-30 | $385,628 | 5,555 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $393,793 | 5,555 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $398,237 | 5,555 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $469,563 | 5,555 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $403,191 | 5,694 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $363,327 | 5,685 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $346,339 | 5,702 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $370,379 | 6,465 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $512,870 | 6,912 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||